NuAxiSemiconductor trade intelligence

Quarterly smartphone production jumps 12.1% in Q4/2023

What happened

Global smartphone production surged 12.1% quarter-over-quarter to 337 million units in Q4 2023, ending an eight-quarter decline, though annual 2023 production still fell 2.1% to 1.166 billion units. The rebound was driven by year-end strategic pushes by brands to capture market share. Neutral: This indicates a potential stabilization in end-demand for smartphone components but lacks specific data on component-level inventory or pricing to drive a clear trading signal.

Impact and signal

Low impactImpact score: 12/100

Affected components and suppliers

Smartphone AP/SoCMobile DRAMMobile NAND FlashSmartphone Camera SensorsPMICsRF Components

QualcommMediaTekSamsung Electronics SK HynixSony SemiconductorOmniVision

demand-recoverysmartphonemarket-analysis

Source and time

Source: Semiconductor Today · 3/11/2024 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

Smartphone production forecast for 2022 downgraded from 1.38 billion to 1.366 billion units after weak Q1 demandSemiconductor Today · 3/30/2022
Quarterly smartphone shipments fall a record 18.3% year-on-year to 300.3 million in Q4/2022Semiconductor Today · 1/26/2023
Smartphone shipments to fall 1.1% in 2023, rather than prior forecast of 2.8% growthSemiconductor Today · 3/2/2023
Smartphone production falls by record 19.5% year-on-year to ten-year quarterly low of 250 million units in Q1/2023Semiconductor Today · 6/7/2023
Smartphone production rebounds by 13% in Q3, after eight quarters of year-on-year declinesSemiconductor Today · 12/7/2023
Smartphone production falls 6% in Q2 to 292 millionSemiconductor Today · 9/1/2022

Quarterly smartphone production jumps 12.1% in Q4/2023

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings